Denver PWM’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $280K | Hold |
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|
2025
Q2 | $280K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $278K | Hold |
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|
2022
Q3 | $280K | Hold |
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|
2022
Q2 | $264K | Hold |
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|
2022
Q1 | $328K | Sell |
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|
2021
Q4 | $660K | Hold |
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|
2021
Q3 | $606K | Hold |
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|
2021
Q2 | $591K | Sell |
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|
2021
Q1 | $330K | Sell |
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|
2020
Q4 | $419K | Buy |
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|
2020
Q3 | $330K | Hold |
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|
2020
Q2 | $359K | Buy |
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|
2020
Q1 | $309K | Hold |
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|
2019
Q4 | $621K | Sell |
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|
2019
Q3 | $701K | Hold |
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|
2019
Q2 | $630K | Sell |
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|
2019
Q1 | $760K | Buy |
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|
2018
Q4 | $685K | Buy |
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